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How to create automated marketing notifications and campaigns
How to create automated marketing notifications and campaigns

Send marketing automation from your account, according to the customer's booking behaviour.

Jubrine Fortuno avatar
Written by Jubrine Fortuno
Updated over a week ago

With Appointedd you can send automated SMS and email marketing as notifications or campaigns.

Notifications are ongoing marketing messages and are sent each day at 4pm to any customers that meet the criteria for that message, for example as SMS sent to a customer after their 10th booking.
​Campaigns are targeted one-off messages via SMS or email that are sent to any customers that meet the criteria for that message for example a Summer Campaign. Campaigns send at 4pm on the day they are scheduled for or you can choose to send them immediately.

Please note: in order to use the SMS functionality, you will need to integrate with one of the SMS providers. Click here to learn more.


βš™οΈ How to create a marketing notification

  • Head to the Email & SMS tab and select Manage marketing suite

  • Select notifications from the menu on the right

  • Click add notification

  • Name your marketing notification and give it a description (this will not be seen by your customers, it is just for your labelling purposes)

  • Select the channel as email or SMS

  • Add filters to your audience by clicking the green + button

  • Choose the send date

  • Click next step to continue and edit the content of the notification (see more below).


πŸ•£ How to create a scheduled campaign

  • Head to the Email & SMS tab and select Manage marketing suite

  • Click add campaign

  • Name your marketing campaign and give it a description (this will not be seen by your customers, it is just for your labelling purposes)

  • Select the channel as email or SMS

  • Add filters to your audience by clicking the green + button

  • Set the send time as scheduled

  • Select the date you wish the campaign to be sent.

  • Click next step to continue and edit the content of the campaign (see more below).


πŸ§‘πŸ½β€πŸ’» How to create an on-demand campaign

  • Head to the Email & SMS tab and select Manage marketing suite

  • Click add campaign

  • Name your marketing campaign and give it a description (this will not be seen by your customers, it is just for your labelling purposes)

  • Select the channel as email or SMS

  • Add filters to your audience by clicking the green + button

  • Set the send time as on-demand

  • Click next step and continue to edit the content of the campaign (see more below).


πŸ–ŒοΈ How to edit the content of your marketing automation

You can edit the text content, the format of the text, add lists, hyperlinks and images.

Top tip: to ensure that hyperlinks are clickable, send the automation by email. If a hyperlink is sent in an SMS, the hyperlink being clickable depends on the phone of the recipient.

To add images to your campaign or notification, you require the URL of that image. To find this URL:

  • Go to the website on which the image you want to use is placed

  • Right click on the image and select open image in new tab

  • Copy the URL of the image on the new tab

If you have a header and footer HTML already set up in your email settings, these will automatically be included in your marketing emails. Read about how to set up header and footers here.

Next, go to the campaign which you wish to add the image to:

  • In the textbox, click the image icon

  • In the source field, paste the URL

  • You can also choose the dimensions of the image here if you wish

  • Click ok to save.


πŸ“¨ How to trigger an on-demand campaign

Once you've created an on-demand campaign, you can send it manually at your chosen time by clicking view next to the campaign and clicking send campaign now. To see a preview and how many customers match the criteria of the any campaign, click view.

When a scheduled campaign is created, it sits as active and will send on your selected date to those customers who match the criteria.


πŸ“‘ Who will my marketing automation send to?

The marketing automation will send to any customer in your CRM who:

  • Has a valid email address/mobile phone number

  • Meets the criteria of your campaign/notification according to any filters you’ve applied

  • Is opted in to marketing through Appointedd.


πŸ‘€ How to view the marketing messages you have sent

You can see all your previous marketing campaigns and notifications by going to the Email & SMS tab and select Manage marketing suite . You can also look back at all of the marketing which you have sent a customer in their customer record. This guide takes you through how to view all past communications with a customer.


If you have any feedback we would love to hear it πŸ‘‚

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